Quantum Capital Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Quantum Capital Management, LLC

$825 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$35.83 - $62.24 $1,791 - $3,112	-50 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$56.23 - $57.59 $2,811 - $2,879	50 New	50 $3,000

Others Institutions Holding SCHM

# of Institutions

929

Shares Held

95.9M

Call Options Held

6.2K

Put Options Held

3K

Financial Engines Advisors L.L.C. Santa Clara, CA

21.2M
Shares

$616 Million
3.68% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$285 Million
0.81% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$92.2 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$66.3 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$64.8 Million
2.77% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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